Palestra Capital Management LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$3.4T
Holdings
30
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HSICHENRY SCHEIN INC | 4,351,520 | $317.9B | 9.24% | Call |
| 2 | METAMETA PLATFORMS INC | 384,323 | $283.7B | 8.25% | |
| 3 | PRMBPRIMO BRANDS CORPORATION | 6,273,931 | $185.8B | 5.40% | |
| 4 | PTCPTC INC | 1,009,277 | $173.9B | 5.06% | |
| 5 | AKXANSYS INC | 494,274 | $173.6B | 5.05% | |
| 6 | PGRPROGRESSIVE CORP | 624,965 | $166.8B | 4.85% | |
| 7 | COFCAPITAL ONE FINL CORP | 764,400 | $162.6B | 4.73% | |
| 8 | RHCRH PLC | 1,622,602 | $149.0B | 4.33% | |
| 9 | AMZNAMAZON COM INC | 664,319 | $145.7B | 4.24% | |
| 10 | LPLALPL FINL HLDGS INC | 379,934 | $142.5B | 4.14% | |
| 11 | MSFTMICROSOFT CORP | 271,669 | $135.1B | 3.93% | |
| 12 | CPNGCOUPANG INC | 4,469,948 | $133.9B | 3.89% | |
| 13 | SNSHARKNINJA INC | 1,257,925 | $124.5B | 3.62% | |
| 14 | CRMSALESFORCE INC | 418,716 | $114.2B | 3.32% | |
| 15 | VVISA INC | 308,278 | $109.5B | 3.18% | |
| 16 | HLTHILTON WORLDWIDE HLDGS INC | 404,413 | $107.7B | 3.13% | |
| 17 | SESEA LTD | 647,095 | $103.5B | 3.01% | |
| 18 | PFGCPERFORMANCE FOOD GROUP CO | 1,159,583 | $101.4B | 2.95% | |
| 19 | INTUINTUIT | 120,479 | $94.9B | 2.76% | |
| 20 | FLUTFLUTTER ENTMT PLC | 328,260 | $93.8B | 2.73% | |
| 21 | CVNACARVANA CO | 275,890 | $93.0B | 2.70% | |
| 22 | ATDATI INC | 1,062,298 | $91.7B | 2.67% | |
| 23 | APPAPPLOVIN CORP | 185,000 | $64.8B | 1.88% | |
| 24 | ENQENTEGRIS INC | 691,661 | $55.8B | 1.62% | |
| 25 | LUMNLUMEN TECHNOLOGIES INC | 11,167,585 | $48.9B | 1.42% | |
| 26 | DLTRDOLLAR TREE INC | 223,700 | $22.2B | 0.64% | |
| 27 | SATSECHOSTAR CORP | 717,139 | $19.9B | 0.58% | |
| 28 | 0VVBPARAMOUNT GLOBAL | 1,298,000 | $16.7B | 0.49% | |
| 29 | KKRKKR & CO INC | 24,400 | $3.2B | 0.09% | |
| 30 | LYVLIVE NATION ENTERTAINMENT IN | 16,282 | $2.5B | 0.07% |